Associate - Wealth Management
5 days ago
We are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional service and support to our clients and Advisor team.
Key Responsibilities- Maintain existing client relationships and identify opportunities to contact clients.
- Respond to client inquiries in a timely and efficient manner.
- Provide proactive client service and problem resolution skills.
- Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
- Assist the Advisor team in welcoming and onboarding new clients.
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Ensure client files and other necessary documentation is accurate, up-to-date, and compliant.
- Support the Advisor team and client through the Wealth Management process.
- Strong oral and written communication skills.
- Strong organizational skills with ability to multitask and attention to detail.
- High professionalism and one year experience in full-service brokerage industry.
- Completion of the Canadian Securities Course (CSC), and the Conduct and Practices Handbook Course (CPH).
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services.
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Client Wealth Management Associate
4 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola Wealth:Nicola Wealth stands as a prominent figure in the wealth management sector, recognized for our outstanding performance and award-winning workplace culture. Become part of our diverse team, where values drive our work environment and you can truly make a difference.In the role of Wealth Planning Associate at Nicola Wealth, you will assist...
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Salesforce Developer
3 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timeAbout IG Wealth Management IG Wealth Management is a leading Canadian wealth management firm dedicated to helping individuals and families achieve their financial goals. We offer a comprehensive suite of investment, insurance, and retirement planning solutions. Job Description We are seeking a talented and experienced Salesforce Developer to join our...
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Wealth Management Specialist
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout Aviso Wealth Aviso Wealth is a leading provider of wealth management and investment services for the Canadian financial industry. With over $130 billion in assets under administration and management, we empower our partners, advisors, and investors through a comprehensive, technology-enabled ecosystem. We're proud to support nearly all credit unions...
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Wealth Management Specialist
1 week ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...
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Wealth Management Specialist
1 week ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Investment Representative to join our team at Aviso Wealth. As a key member of our Contact Centre team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and exceeding their expectations.Key ResponsibilitiesRespond to client...
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Wealth Management Associate
1 week ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...
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Wealth Management Associate
1 week ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...
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Portfolio Associate
22 hours ago
Toronto, Ontario, Canada Baskin Wealth Management Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Portfolio Associate. In this role, you will be responsible for managing client account openings, responding to inquiries, and preparing documents for annual review meetings.Key ResponsibilitiesManage the client account opening process, including preparation...
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Portfolio Associate
20 hours ago
Toronto, Ontario, Canada Baskin Wealth Management Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Portfolio Associate. In this role, you will be responsible for managing client account openings, responding to inquiries, and preparing documents for annual review meetings.Key ResponsibilitiesManage the client account opening process, including preparation...
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Junior Wealth Management Consultant
4 weeks ago
Toronto, Ontario, Canada iA Private Wealth Inc. Full timeOverview Position Summary: Reporting to the Director of the iA Wealth Advice Centre, the Junior Wealth Management Consultant will assist both Administrative Support Staff and Wealth Management Advisors within the team. This role offers a unique opportunity to expand knowledge in the financial services sector by collaborating with advisors and...
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Wealth Management Associate
1 week ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...
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Wealth Management Associate
1 week ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to clients, responding to their...
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Associate - Wealth Management
3 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional service and support to our clients and Advisor team.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to contact...
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Associate - Wealth Management
2 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional service and support to our clients and Advisor team.Key ResponsibilitiesMaintain existing client relationships and identify opportunities to contact...
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Investment Associate
5 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our Wealth Management team at ScotiaMcLeod. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their book of business.Key ResponsibilitiesIdentify new business opportunities to gather additional...
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Investment Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Associate to join our Wealth Management team at ScotiaMcLeod. As an Investment Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their book of business.Key ResponsibilitiesIdentify new business opportunities to gather additional...
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Wealth Associate
23 hours ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...
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Wealth Associate
1 day ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.Key ResponsibilitiesProvide superior customer service...
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Investment Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity and service excellence. Our team of advisors and specialists pride themselves on delivering innovative approaches to protecting and growing clients' assets.Our ApproachWe empower our Investment Associates to deliver...
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Investment Associate
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity and service excellence. Our team of advisors and specialists pride themselves on delivering innovative approaches to protecting and growing clients' assets.Our ApproachWe empower our Investment Associates to deliver...